Regina Byrd

What do you want most out of your Wealth Management Advisor? If you’re looking for someone who takes the time to truly understand what is most important to you and your loved ones and then builds a financial plan to help you achieve those goals, I could be the answer. Once we agree on what is most important to you, together we’ll address the following to help make sure we leave no stone in your financial life unturned: investments, insurance, liabilities, qualified retirement plans/IRA distributions, corporate executive stock options, business succession planning, retirement planning, durable powers of attorney, gifting to children/descendants, charitable gifting, titling of assets, executor/successor trustee issues, distribution of wealth at death and charitable inclinations at death. I have been a Wealth Management Advisor with U.S. Bancorp Investments for 11 years and will use this expertise to potentially build, preserve and transfer your wealth. Pease direct all business communications to me at [email protected]./*********/Investment and insurance products and services including annuities are:NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCYInvestment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License# OE24641.